Washington Trust Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Washington Trust Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	1,600	–	–	0.04%	153
2026 Q1	$384K	Hold	1,600	–	–	0.03%	173
2025 Q4	$400K	Hold	1,600	–	–	0.03%	160
2025 Q3	$410K	Hold	1,600	–	–	0.03%	161
2025 Q2	$385K	Hold	1,600	–	–	0.03%	149
2025 Q1	$323K	Hold	1,600	–	–	0.03%	158
2024 Q4	$331K	Hold	1,600	–	–	0.03%	155
2024 Q3	$324K	Hold	1,600	–	–	0.03%	159
2024 Q2	$312K	Hold	1,600	–	–	0.03%	154
2024 Q1	$300K	Hold	1,600	–	–	0.03%	157
2023 Q4	$251K	Hold	1,600	–	–	0.02%	168
2023 Q3	$224K	Hold	1,600	–	–	0.02%	174
2023 Q2	$231K	Sell	1,600 -200	-11%	-$28.1K	0.02%	168
2023 Q1	$250K	Hold	1,800	–	–	0.03%	160
2022 Q4	$263K	Hold	1,800	–	–	0.03%	157
2022 Q3	$236K	Hold	1,800	–	–	0.02%	186
2022 Q2	$245K	Hold	1,800	–	–	0.02%	185
2022 Q1	$303K	Hold	1,800	–	–	0.02%	195
2021 Q4	$327K	Buy	+1,800	New	+$332K	0.02%	201

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Washington Trust Advisors's MTUM Position: Q2 2026 in Review

Washington Trust Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,600 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #153.

Washington Trust Advisors first reported a position in MTUM in Q4 2021 and has held it in 19 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Washington Trust Advisors held 1,600 shares of iShares MSCI USA Momentum Factor ETF worth $549K as of Q2 2026.
Washington Trust Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Washington Trust Advisors's portfolio in Q2 2026, its #153 holding.
Washington Trust Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.